Add New Sub-Accounts
An Account Holder can create additional Active and Retirement Sub-Accounts by selecting the Create New Sub-Account link located in the Account Status module from the NYGATS Dashboard.
- Select the Sub-Account Type
- Active for additional Active Sub-Accounts
- Retirement for Additional Retirement sub-Accounts
- Designate a Name/Alias. The name can be the purpose for the retirements or other identifying labels
- Designate 'Open - Yes' for Sub-Accounts that are active or 'Open - No' for Sub-Accounts that are inactive
- Additional Details is an optional administrative field to note meta data about the current status.
- The Status Effective Date is a read-only administrative field to capture the date of the current status.
Editing Sub-Accounts
An Account Holder can edit Active Sub-Accounts by selecting the hyperlinked name of the Sub-Account from the Account Status Module. The Sub-Account Registration fields can be updated and saved.
A Sub-Account can be deactivated by selecting the Open No radio button
The Sub-Account registration screen will display all projects that currently deposit certificates into this Sub-Account.
To deactivate an active Sub-Account, select the Open - 'No' radio button.
For more information on the role of each type of Sub-Account, please visit the Overview of all Sub-Accounts (Link Here)